Creating a Vendor

There are three ways to create a vendor :

1. From the Vendors Dashboard by clicking on “ Create Vendor” in the card “Quick Actions” at top right .

2. From the Contracts Dashboard by clicking on “ Create Vendor” in the card “Quick Actions” at top right .

3. From any table in Vendors section by clicking on “New” button.

Create a vendor from Vendors Dashboard:

1. Navigate to section Reports and click on “Vendors”

2. At the top right of the Vendors Dashboard, click on “Create Vendor” ( fig 1)

3. Fill the vendor form

4. click on “Create” button (fig 2)

5. Message will be displayed to confirm the vendor is created

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fig 1. Create Vendor from Vendors Dashboard

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fig 2: Vendor Form

Create a vendor from Contracts Dashboard:

1. Navigate to section Reports and click on “Contracts”

2. At the top right of the Contracts Dashboard, click on “Create Vendor”

3. Fill the vendor form

4. click on “Create” button

5. Message will be displayed to confirm the vendor is created

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Create Vendor from Contracts Dashboard

Create a vendor from any table in Section Vendors

1. Navigate to section Vendors in the left menu

2. Choose any items in this section : All Vendors / Active Vendors / Inactive Vendors

3. Click on “New” button at the top right of any table

4. Fill the vendor form

5. click on “Create” button

6. Message will be displayed to confirm the vendor is created

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